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What Are the Benefits of a Trust in Your Retirement and Estate Planning?

What Are the Benefits of a Trust in Your Retirement and Estate Planning?

by Amy Refeca | Feb 5, 2020 | Trusts, Estate Planning

Retirement and estate planning can be a complicated process. Let’s face it. You have worked a lifetime to amass enough money and assets to get you through your retirement years or provide for your loved ones, and no one wants all of the work to amount to...
Don’t Wait Until a Health Event or Emergency to Start Your Estate Plan

Don’t Wait Until a Health Event or Emergency to Start Your Estate Plan

by Amy Refeca | Jan 25, 2020 | Last Will & Testament, Estate Planning, Living Will

These are plenty of seemingly good reasons to procrastinate on estate planning. Your business may be thriving, and it requires your full attention. Maybe there doesn’t seem to be enough time to get organized. But the most common reason to kick the estate planning can...
Do These Things Today. What You Can Get Done Today For Your Estate Plan

Do These Things Today. What You Can Get Done Today For Your Estate Plan

by Amy Refeca | Jan 22, 2020 | Estate Planning, Financial Power of Attorney, Healthcare POA, Last Will & Testament, Living Will

Because of how important estate planning is to your family, you should put time and care into getting it right. At the same time, you never know when something can happen, and you don’t want your family to struggle because you never got around to putting your...
A Month by Month Guide to Estate Planning in 2020

A Month by Month Guide to Estate Planning in 2020

by Amy Refeca | Jan 20, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Last Will & Testament, Living Will, Trusts

Are you overwhelmed by everything you need to do to create an estate plan? While it’s better to have everything in place now, if that’s too much to handle and would only result in your putting everything off forever, you can try tackling just one thing...
Help Your Young Adult Child Learn About Planning by Setting Up an Advanced Directive

Help Your Young Adult Child Learn About Planning by Setting Up an Advanced Directive

by Amy Refeca | Jan 17, 2020 | Estate Planning, Living Will

Often, young adults are guilty of hiding behind the cloak of youth as an excuse for putting off important decisions and commitments regarding their future.  More often, they procrastinate on these topics and the bewilderment and frustration of those that love...
Caring for Your Husband: How Can an Advance Directive for Health Care Work?

Caring for Your Husband: How Can an Advance Directive for Health Care Work?

by Amy Refeca | Nov 22, 2019 | Estate Planning

Planning for the future is clearly an important step for a successful life. Planning for the future means actively thinking about things like when to retire, how to save for retirement, where to live, the costs of prolonged and predictable health decline and...
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By Refeca Law, LLC

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Alpharetta, Georgia 30009

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Recent Blog Posts

Trust Funding: Why Is This So Important To My Trust Plan?

Trust Funding: Why Is This So Important To My Trust Plan?

Sep 2, 2024

Trust Funding is THE most important aspect of estate planning because it is the only way you can ensure what you want to have happen actually happens.

What does “Trust Funding” Mean: Revocable Living Trusts

What does “Trust Funding” Mean: Revocable Living Trusts

Aug 30, 2024

What does it mean to fund your revocable living trust?

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